Summit Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,346 shares of PFF stock, worth $730,043. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,346
Previous 22,517 0.76%
Holding current value
$730,043
Previous $710 Million 4.53%
% of portfolio
0.14%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$31.18 - $33.5 $5,331 - $5,728
-171 Reduced 0.76%
22,346 $743 Million
Q2 2024

Sep 11, 2024
SELL
$30.65 - $32.13 $5,333 - $5,590
-174 Reduced 0.77%
22,517 $710 Million
Q1 2024

Sep 11, 2024
SELL
$31.12 - $32.54 $106,834 - $111,709
-3,433 Reduced 13.14%
22,691 $731 Million
Q4 2023

Sep 11, 2024
SELL
$28.34 - $31.4 $71,076 - $78,751
-2,508 Reduced 8.76%
26,124 $815 Million
Q3 2023

Sep 11, 2024
SELL
$29.99 - $31.22 $47,144 - $49,077
-1,572 Reduced 5.2%
28,632 $863 Million
Q2 2023

Sep 11, 2024
SELL
$29.33 - $31.46 $193,167 - $207,195
-6,586 Reduced 17.9%
30,204 $934 Million
Q1 2023

Sep 11, 2024
SELL
$29.86 - $33.81 $4,210 - $4,767
-141 Reduced 0.38%
36,790 $1.15 Billion
Q4 2022

Sep 11, 2024
BUY
$29.96 - $32.28 $213,465 - $229,995
7,125 Added 23.9%
36,931 $1.13 Billion
Q3 2022

Sep 11, 2024
SELL
$31.4 - $35.35 $40,820 - $45,955
-1,300 Reduced 4.18%
29,806 $944 Million
Q2 2022

Sep 11, 2024
BUY
$32.02 - $36.26 $45,084 - $51,054
1,408 Added 4.74%
31,106 $1.02 Billion
Q1 2022

Sep 11, 2024
SELL
$34.86 - $39.14 $470,958 - $528,781
-13,510 Reduced 31.27%
29,698 $1.08 Billion
Q4 2021

Sep 10, 2024
SELL
$38.29 - $39.43 $5,934 - $6,111
-155 Reduced 0.36%
43,208 $1.7 Billion
Q3 2021

Sep 10, 2024
BUY
$38.55 - $39.48 $104,470 - $106,990
2,710 Added 6.67%
43,363 $1.68 Billion
Q2 2021

Sep 10, 2024
BUY
$37.96 - $39.34 $132,860 - $137,690
3,500 Added 9.42%
40,653 $1.6 Billion
Q1 2021

Sep 10, 2024
BUY
$37.15 - $38.46 $194,888 - $201,761
5,246 Added 16.44%
37,153 $1.43 Billion
Q4 2020

Sep 10, 2024
SELL
$36.13 - $38.51 $38,370 - $40,897
-1,062 Reduced 3.22%
31,907 $1.23 Billion
Q3 2020

Sep 10, 2024
BUY
$34.54 - $36.7 $34 - $36
1 Added 0.0%
32,969 $1.2 Billion
Q2 2020

Sep 10, 2024
SELL
$30.01 - $35.86 $61,970 - $74,050
-2,065 Reduced 5.89%
32,968 $1.14 Billion
Q1 2020

Sep 10, 2024
SELL
$25.12 - $38.29 $107,840 - $164,378
-4,293 Reduced 10.92%
35,033 $1.12 Billion
Q4 2019

Sep 09, 2024
BUY
$36.77 - $37.68 $1.45 Million - $1.48 Million
39,326 New
39,326 $1.48 Billion

Others Institutions Holding PFF

# of Institutions
1,101
Shares Held
188M
Call Options Held
167K
Put Options Held
797K
View Full List

About ISHARES TRUST ISHARES PFD AND

PFF Quotes by TradingView
  • Ticker PFF
  • Sector ETFs
  • Industry ETFs
More about PFF
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